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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFS
201
RM Financial Services
Maine
$1.25M +$1.24M +30,970 New
DC
202
Davenport & Co
Virginia
$1.22M +$264K +6,614 +28%
LC
203
Landaas & Company
Wisconsin
$1.19M +$415K +10,387 +54%
BFA
204
Bill Few Associates
Pennsylvania
$1.19M +$134K +3,358 +13%
JCM
205
Jacobi Capital Management
Pennsylvania
$1.18M +$355K +8,902 +44%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$1.17M +$167K +4,182 +17%
EWS
207
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$12.5K +312 +1%
BL
208
Balentine LLC
Georgia
$1.17M
Creative Planning
209
Creative Planning
Kansas
$1.15M +$80.7K +2,020 +8%
CIAS
210
Capital Investment Advisory Services
North Carolina
$1.14M +$210K +5,267 +23%
AO
211
Advisor OS
Illinois
$1.12M +$129K +3,222 +13%
USCWA
212
U.S. Capital Wealth Advisors
Texas
$1.07M +$34.7K +870 +3%
AF
213
Allworth Financial
California
$1.05M +$36.9K +924 +4%
FCM
214
Fourpath Capital Management
Oklahoma
$1.05M +$114K +2,854 +12%
BFG
215
Beto Financial Group
Idaho
$1.05M +$1.02M +25,514 New
MHS
216
M Holdings Securities
Oregon
$1.04M +$60.5K +1,516 +6%
MOS
217
MGO One Seven
Ohio
$1.03M +$556K +13,912 +120%
VWA
218
Visionary Wealth Advisors
Illinois
$1.01M +$312K +7,811 +45%
SWGC
219
Summit Wealth Group (Colorado)
Colorado
$1M +$996K +24,936 New
AFP
220
Ausdal Financial Partners
Iowa
$1M +$242K +6,049 +32%
BAM
221
Belpointe Asset Management
Nevada
$999K
AWM
222
Axxcess Wealth Management
California
$992K -$1.48K -37 -0.1%
PTC
223
Private Trust Company
Ohio
$978K +$136K +3,399 +16%
OL
224
Owen LaRue
Kentucky
$967K +$44.5K +1,114 +5%
CFG
225
Certior Financial Group
Pennsylvania
$943K +$4.71K +118 +0.5%